Asset Management Group
Estate Planning & Settlement
The best way to ensure that your beneficiaries receive what you wish them to is to have a clear, well-thought-out, documented plan of action, with due consideration given to taxes and other issues. Union Bank Asset Management advisor will give you the guidance you need to ensure that your wishes are followed and that those you care for are the recipients.
As executor of your estate, we will relieve family members from the daunting tasks of satisfying debts, settling taxes and distributing assets following the passing of a loved one. Most of all, we'll afford you the piece of mind knowing that your matters will be dealt with in the most professional of manners.